Legal Notices and Privacy Policies

Information

LEGAL NOTICES – Compass Tax Center

1. General Disclaimer

Compass Tax Center (“Company,” “we,” “our,” or “us”) provides professional tax preparation, consultation, planning, and resolution services. The information provided on our website, in client communications, or in any materials furnished by the Company is intended for informational purposes as part of the professional services we provide. While we are qualified tax professionals, results may vary depending on your individual circumstances, documentation, and applicable tax authority review.

2. No Guarantee of Results

While Compass Tax Center exercises professional diligence and expertise, the Company does not guarantee any specific outcome regarding tax filings, refunds, credits, or resolutions. All results are subject to review and acceptance by federal, state, or local taxing authorities.

3. Scope of Services

The Company provides services limited to tax preparation, consultation, planning, and resolution. We do not provide legal representation or advice. All guidance and recommendations are strictly within the scope of tax services.

4. Compliance with Federal Laws

In the conduct of our business, Compass Tax Center adheres to applicable federal laws, including:

  • USA PATRIOT Act: We verify client identities in accordance with anti-money-laundering requirements.

  • Gramm-Leach-Bliley Act (GLBA): We safeguard non-public personal information (NPI) and maintain policies to protect confidentiality.

  • Fair Debt Collection Practices Act (FDCPA): If collection activity is necessary, we comply with federal standards governing debt collection practices.

  • Fair Credit Reporting Act (FCRA): Any use of consumer credit information for tax or financial planning purposes is governed by applicable FCRA requirements.

  • Other pertinent laws regarding customer confidentiality and privacy, and payment processing.

5. Limitation of Liability

To the fullest extent permitted by law, Compass Tax Center, its officers, employees, affiliates, and agents shall not be liable for any direct, indirect, incidental, consequential, or special damages arising from use of our services, including but not limited to errors, omissions, delays, IRS or state penalties, audits, or assessments resulting from circumstances outside our control.

6. Intellectual Property

All materials, content, documents, and branding produced by Compass Tax Center are proprietary and protected under copyright and trademark laws. Unauthorized use, reproduction, or distribution is prohibited.

7. Third-Party Services

The Company may utilize third-party providers, including tax software, client portals, and payment processors. We are not responsible for the privacy, security, or reliability of third-party services.

8. Governing Law

These Legal Notices are governed by the laws of the State of Washington, without regard to conflict-of-law provisions. Any disputes shall be subject to the exclusive jurisdiction of state or federal courts located in Washington State.

9. Modifications

The Company reserves the right to update or amend these Legal Notices at any time. Updates are effective upon posting. Continued use of services constitutes acceptance.

 

 

PRIVACY POLICY – Compass Tax Center

1. Purpose and Scope

Compass Tax Center (“Company,” “we,” “our,” or “us”) is committed to protecting the confidentiality, privacy, and security of client information. This Privacy Policy outlines how personal, financial, and tax-related information is collected, used, disclosed, and protected in connection with the Company’s professional services.

2. Information Collected

A. Personal Information: Name, address, email, phone number, date of birth, Social Security Number or ITIN, driver’s license or government-issued ID.
B. Financial & Tax Information: W-2s, 1099s, K-1s, prior-year tax returns, bank account information, business or investment records, and other documentation necessary for tax services.
C. Technical Information: IP address, browser type, and other data collected automatically via website or client portal usage.
D. Payment Information: Payment details processed through authorized third-party processors; full card numbers are not stored by the Company.

3. Use of Information

Client information is used to:

  • Prepare, review, and file federal, state, and local tax returns

  • Provide tax consultation, planning, and resolution services

  • Verify client identity in compliance with the USA PATRIOT Act

  • Process payments and manage accounts

  • Communicate regarding client accounts or tax matters

  • Comply with federal and state regulations, including GLBA, FDCPA, and FCRA

  • Maintain and improve services and client portals

4. Disclosure of Information

We do not sell or trade client information. Disclosure may occur to:

  • IRS, state, or local tax authorities as required for tax filings

  • Third-party service providers necessary to deliver services (software providers, client portals, payment processors)

  • Regulatory authorities as required by law or in response to valid legal process

5. Data Security

We implement administrative, technical, and physical safeguards to protect client information, including encryption, secure portals, and restricted access. While no system is completely secure, we use reasonable measures to protect data in compliance with GLBA requirements.

6. Client Rights

Clients may:

  • Request access to their personal information

  • Request correction or update of information

  • Request deletion of information, subject to federal or state retention requirements

  • Opt out of non-essential communications

Requests may be submitted to: [Insert Email/Contact Info]

7. Retention of Records

Client records are retained in accordance with IRS and state regulations, generally a minimum of three (3) years and up to five (5) years, after which records are securely destroyed.

8. Cookies & Website Tracking

Cookies or analytics may be used to monitor website performance and enhance user experience. Users may disable cookies, but some website functionality may be affected.

9. Governing Law

This Privacy Policy is governed by the laws of the State of Washington.

10. Amendments

The Company may update this Privacy Policy at any time. Updates are effective upon posting. Continued use of services constitutes acceptance.

11. Contact

Compass Tax Center
720 Seneca Street #107 
Seattle, WA 98101
206 738-7800

 

This Privacy Policy complies with applicable federal and state privacy laws, including but not limited to relevant provisions of state mediation acts, professional conduct rules, and general privacy legislation. Parties are encouraged to ask questions about any aspect of our privacy practices.

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